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Issue: May 2018 See all issues

FEATURES

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Dissed by Disinheritance: When Estate Planning Hurts the Ones They Love

Being the offspring of a wealthy person doesn’t guarantee you an inheritance. We take a look at rich parents who disinherited the children and why.

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Can He Make Insurance Cool?

Patrick Bet-David is doing what insurance companies cannot … he is attracting Gen-Xers and Millennials into the industry

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LETTER FROM THE EDITOR

Rebalancing Equations

“Is that algebra?” That was one of my questions as I squinted at the PowerPoint slides building the case of how to evaluate producer performance.

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LIFE

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Illustrations Lure Clients to Pick Dangerously Low Premiums

Why asking clients to pay a little more could head off a whole lot of problems.

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The Barometer That Can Forecast Sales Opportunities

Tucked within the Insurance Barometer study are insights that can help you get inside the prospect’s head and lead their buying decision.

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ANNUITIES

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Buyers Look Past Marketing and Buy the Annuity’s Purpose

Research provides insights into how advisors can find their best annuity clients and match them with the right products.

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HEALTH

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Has the Time Come for the 401(k)-itization Of Health Care?

What lessons from the 401(k) retirement account can employers and brokers apply to health benefits?

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FINANCIAL

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The Six-Step Approach to Soft-Sell Planning

Breaking down the steps involved in the client acquisition process using a thorough needs-based approach.

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BUSINESS

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More Than a Fancy Office: Forge An Elite Advisor Reputation

Here are seven key behaviors that set elite advisors apart from the rest.

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Can He Make Insurance Cool?

Patrick Bet-David is doing what insurance companies cannot … he is attracting Gen-Xers and Millennials into the industry

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LIMRA INSIGHTS

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Benefit Advisors: A Vehicle, a Driver or a Passenger?

Advisors serve many roles in the workplace, depending on the employer’s benefit priorities.

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MDRT INSIGHTS

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Special Needs Planning Easier Under the New Tax Law

The higher unified credit under the new tax law allows a parent to keep more assets, including life insurance, inside the estate before they become taxable.

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NAIFA INSIGHTS

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Life Insurance Uses That Appeal to Wealthy Clients

Here are a few non-tax reasons your clients should secure life insurance.

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AMERICAN COLLEGE

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Equal Pay Is Only Part of the Picture

Equal pay for women and men addresses only one financial problem faced by women. Women also need to take greater control of their personal finances.

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